Why The World Is Backwards

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This post is in honor of the 10th anniversary of Bre-X.I am going to go on a bit of a rant. It makes...

Contrarianism and The Market Portfolio

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I like to think about what the most contrarian position is in the financial markets. It really has to be long term bullish...

Superfund

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Yesterday I walked past the (very nice) offices of Superfund, a great marketing company ....errr, I mean a managed futures offering. Their fees...

LinkFest

4
Posts have been light due to all of my traveling (and flights getting canceled). I hope to catch up later this week. ...

3
If anyone is attending the Dresdner Kleinwort Listed Hedge Fund Conference in London on April 30th, please let me know how it goes (and...

Spam

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I just noticed that there are a lot of emails that readers have sent that ended up in my Gmail spam folder. If...

LinkFest

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I'll be in North Carolina, Virginia, and NYC in the upcoming weeks. Drop me a line if you would like to meet up!----I...

LinkFest

2
I was mistaken when I posted that the T Rowe Price Capital Appreciation Fund (PRWCX) had a down year last year. It did...

Alpha Engines

9
Ray Dailo has a good comment in the great book 2020 Vision (which, for whatever reason is only available through Mercer in Australia). ...

Optimizing on Happiness

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The market is up today. Are you as happy today as you were sad yesterday when the market was down?Fish see the bait,...